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EVN

Eaton Vance Municipal Income Trust
EVN

72 hedge funds and large institutions have $80.5M invested in Eaton Vance Municipal Income Trust in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

2% more capital invested

Capital invested by funds: $78.8M → $80.5M (+$1.75M)

0.08% less ownership

Funds ownership: 16.05% → 15.97% (-0.08%)

4% less funds holding

Funds holding: 75 → 72 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
23
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.83M
2
RCM
Rivernorth Capital Management
Florida
+$1.08M
3
VanEck Associates
VanEck Associates
New York
+$759K
4
RCM
Robinson Capital Management
Michigan
+$625K
5
Invesco
Invesco
Georgia
+$554K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$1.87M
2
MIG
Mariner Investment Group
New York
-$1.32M
3
WAM
Wolverine Asset Management
Illinois
-$1.23M
4
RJA
Raymond James & Associates
Florida
-$770K
5
PCP
Proficio Capital Partners
Massachusetts
-$657K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
51
Whittier Trust
California
$100K +$98.9K +7,780 New
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$86K – – –
HNB
53
Huntington National Bank
Ohio
$65K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$59K +$3.2K +252 +6%
NSIM
55
North Star Investment Management
Illinois
$50K +$48.9K +3,850 New
CFGS
56
Concourse Financial Group Securities
Alabama
$49K -$2.48K -195 -5%
NFG
57
Next Financial Group
Texas
$49K +$30.2K +2,378 +168%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$40K – – –
LC
59
Lindbrook Capital
California
$39K +$25.4K +2,000 +200%
ASN
60
Advisory Services Network
Georgia
$37K – – –
FHA
61
Flagship Harbor Advisors
Massachusetts
$26K – – –
GWM
62
Geneos Wealth Management
Colorado
$25K – – –
SBL
63
Sargent Bickham Lagudis
Colorado
$25K – – –
SCA
64
Stonebridge Capital Advisors
Minnesota
$17K – – –
BWA
65
BDO Wealth Advisors
Florida
$14K – – –
MRCM
66
M&R Capital Management
New Jersey
$13K – – –
EWM
67
Endurance Wealth Management
Rhode Island
$10K – – –
PAM
68
Panagora Asset Management
Massachusetts
$10K +$9.93K +781 New
AF
69
Advisornet Financial
Minnesota
$9K – – –
RFM
70
Royal Fund Management
Florida
$6K – – –
RCM
71
Rivernorth Capital Management
Florida
$1.09K +$1.08M +84,679 New
GT
72
Glenmede Trust
Pennsylvania
$93 – – –
WAM
73
Wolverine Asset Management
Illinois
– -$1.23M -99,047 Closed
MC
74
Matisse Capital
Oregon
– -$472K -37,913 Closed
ACA
75
Ackerman Capital Advisors
Texas
– -$344 -27,661 Closed
1 2
3
4

EVN Hedge Fund Activity: Q3 2019 in Review

72 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2019, worth a combined $80.5M — up 2.2% from $78.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EVN and 10 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 23 added.

The largest buyer was Guggenheim Capital, adding an estimated $2.83M. The largest seller was Karpus Investment Management, cutting an estimated $1.87M.

  • 72 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2019, down from 75 in Q2 2019.
  • Funds reported $80.5M of Eaton Vance Municipal Income Trust stock for Q3 2019, up 2.2% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2019 and 13 closed out, a net change of -3 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2019 was Guggenheim Capital, an estimated $2.83M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2019 was Karpus Investment Management, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2019.